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Disclosery

First Personal Financial Services: ORCL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of First Personal Financial Services on ORCL, newest first. How the timeline and the estimate are built.

First Personal Financial Services held 60,044 ORCL shares at 2024-09-30 per its 13F-HR filed 2024-11-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 60,044 shares
    Change vs previous 13F -7,195 shares

    2.16% of the 13F portfolio, value $10,231,453.

    13F-HR 0001633869-24-000004 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 67,239 shares
    Change vs previous 13F -391 shares

    2.15% of the 13F portfolio, value $9,494,185.

    13F-HR 0001633869-24-000003 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 67,630 shares
    Change vs previous 13F -681 shares

    1.97% of the 13F portfolio, value $8,494,967.

    13F-HR 0001633869-24-000002 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 68,311 shares
    Change vs previous 13F -1,592 shares

    1.75% of the 13F portfolio, value $7,202,041.

    13F-HR 0001633869-24-000001 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 69,903 shares
    Change vs previous 13F -4,321 shares

    1.93% of the 13F portfolio, value $7,404,178.

    13F-HR 0001633869-23-000004 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 74,224 shares
    Change vs previous 13F -2,527 shares

    2.2% of the 13F portfolio, value $8,839,330.

    13F-HR 0001633869-23-000003 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 76,751 shares
    Change vs previous 13F -1,621 shares

    1.85% of the 13F portfolio, value $7,131,729.

    13F-HR 0001633869-23-000002 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 78,372 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $6,406,101.

    13F-HR 0001633869-23-000001 filed by First Personal Financial Services
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).